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Alhambra Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Alhambra Investment Management’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.8M Sell
28,251
-1,262
-4% -$125K 1.22% 22
2026
Q1 		$2.93M Sell
29,513
-136
-0.5% -$13.6K 1.35% 20
2025
Q4 		$2.96M Sell
29,649
-403
-1% -$40.4K 1.38% 21
2025
Q3 		$3.01M Sell
30,052
-379
-1% -$37.6K 1.43% 21
2025
Q2 		$3.02M Sell
30,431
-199
-0.6% -$19.5K 1.5% 20
2025
Q1 		$3.03M Sell
30,630
-460
-1% -$45K 1.56% 16
2024
Q4 		$3.01M Sell
31,090
-554
-2% -$54.6K 1.55% 18
2024
Q3 		$3.2M Sell
31,644
-1,157
-4% -$115K 1.66% 17
2024
Q2 		$3.18M Sell
32,801
-1,198
-4% -$116K 1.74% 18
2024
Q1 		$3.33M Buy
33,999
+31,785
+1,436% +$3.11M 1.82% 11
2023
Q4 		$220K Sell
2,214
-539
-20% -$51.3K 0.13% 143
2023
Q3 		$259K Sell
2,753
-486
-15% -$46.8K 0.17% 126
2023
Q2 		$317K Buy
3,239
+8
+0.2% +$791 0.21% 113
2023
Q1 		$322K Hold
3,231
– – 0.22% 108
2022
Q4 		$313K Sell
3,231
-841
-21% -$81.3K 0.23% 104
2022
Q3 		$392K Sell
4,072
-44
-1% -$4.45K 0.3% 90
2022
Q2 		$419K Buy
4,116
+423
+11% +$43.5K 0.3% 95
2022
Q1 		$396K Buy
3,693
+1,045
+39% +$115K 0.26% 108
2021
Q4 		$302K Buy
2,648
+804
+44% +$92K 0.21% 126
2021
Q3 		$212K Sell
1,844
-41
-2% -$4.75K 0.16% 139
2021
Q2 		$217K Sell
1,885
-742
-28% -$85K 0.16% 144
2021
Q1 		$299K Buy
2,627
+388
+17% +$44.9K 0.24% 115
2020
Q4 		$265K Sell
2,239
-72
-3% -$8.48K 0.28% 108
2020
Q3 		$273K Buy
+2,311
New +$274K 0.33% 92

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Alhambra Investment Management's AGG Position: Q2 2026 in Review

Alhambra Investment Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 4.3% in Q2 2026, selling an estimated $125K and leaving 28,251 shares worth $2.8M. The position accounts for 1.22% of the portfolio, ranked #22.

Alhambra Investment Management first reported a position in AGG in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.33M in Q1 2024. 410 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Alhambra Investment Management held 28,251 shares of iShares Core US Aggregate Bond ETF worth $2.8M as of Q2 2026.
  • Alhambra Investment Management sold 1,262 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $125K.
  • iShares Core US Aggregate Bond ETF made up 1.22% of Alhambra Investment Management's portfolio in Q2 2026, its #22 holding.
  • Alhambra Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Alhambra Investment Management's iShares Core US Aggregate Bond ETF position peaked at $3.33M in Q1 2024.
  • 410 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Alhambra Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.